To create a revision for a form, locate it and select it in the list of records of the second quadrant of the main screen. After that, click on the button on the toolbar.

At this point, the system will ask whether you wish to create a new revision. Click on OK.

Remember that in order to revise a form, the following conditions must be met:

▪The revision control must be duly configured in the table entity;

▪The last revision of the form must be finished.

At this point, the form data screen will be opened. Access the Revision section, in which the following subsections will be available according to the revision process configured in the table:

Save the record, but do not close the data screen. The following tabs will be enabled for completion.

General

General
Reason	Fill out this field to enter a reason to open the revision. In this case, select the desired reason. Use the other buttons next to the field to add a new reason for the revision and clear the field.
Revision	This field will only be available if the revision process defined in the form table is "ISO 9000 based". If the revision ID # has been defined to be Numeric or Text, this field will be filled out by the system with the number/letter that corresponds to the current revision of the form. If it is Customized, enter the ID # for the revision.
Process	This field will only be available if the revision process defined in the table is "Workflow". Displays the instance of the process that is under execution in SE Workflow. Click on the button to view the progress of the process execution in the flowchart. To view the process data, click on the button. Refer to the Revision process configuration section for further details about configuring a revision process.
Status	▪ISO9000 based: Displays the name of the revision step the form is in. ▪Workflow: Displays the name of the status associated with the activity of the process being executed.
Cycle	Displays the revision cycle number, according to the revision process: ▪ISO9000 based: Whenever a participant rejects the form revision, the system increases the number in this field by one. ▪Workflow: Whenever the activity that is configured to start a new cycle is enabled for the responsible user, the system increments a number in this field.

Control
Planned	Enter the scheduled dates to start and end the revision.
Actual	Displays the start date (date on which the draft step was performed) and the end date (closure date of the revision).
Responsible	Displays the user and date in which the creation of the revision was performed and with the user and date in which was held the release of the revision, that is, when it was executed its closure. If the closure is automatic, the name of the user who performed the last revision step will be informed.

Description

Use the available field to describe the form revision.

Explanation

Use the available field to enter an explanation for the form revision. It will be mandatory to fill out this field if the "Require explanation to be filled out when revision is started" option is checked in the revision control configuration.

Participant

This section will only be displayed if the revision process defined in the form table is "ISO 9000 based". The completion of the information will depend on the selected route type. If the route is:

▪Fixed & unique: This section may not be edited.

▪Fixed: Participants can only be selected through the "Import route" button in the listing at the bottom part of this section.

▪Variable: Participants may be selected through a route or through the buttons in the bottom part of this section.

Regardless of the route type, it will not be possible to add, edit, or remove participants from those steps that have already been executed.

The following fields are available in the upper part:

Cycle
Cycle	Displays the number of the revision cycle. If so, select the previous cycles to view the members of the responsible route who performed the previous revisions of the form.
Status	Displays the "Under revision" status while the revision is still in progress. After the revision is released, displays the "Finished" status.
Start	Displays the data on which the revision was created.
End	Displays the closure date of the revision.
Closure	Displays the data of the user who finished the revision. If the closure is automatic, the name of the user who executed the last configured revision step will be informed.

In the listing at the bottom part, it is possible to view/establish the participants of the revision route of the document, according to the definitions of its type. If the configured route type is Variable and a revision route is entered, the participants will be displayed in the listing. In case a revision route has not been entered, it is possible to configure the desired participants. To do that, use the side toolbar buttons:

	Click on this button to add a participant to the form revision. View the Configuring a revision route section to obtain a detailed description of how to add a new participant. If the participant is being added to a route associated with the revision, this addition will only be valid for the revision of the form, not being replicated to the route record made through the Configuration Revision Route menu.
	Click on this button to change the sequence, deadline, or checklist of the participant.
	Click on this button to view the responsibility flow of the revision route.
	Click on this button to delete the selected participant. It will not be possible to remove those participants who have already received the revision execution task.
	Click on this button to import the participant flow from another revision route already created in SE Form. On the screen that will be opened, locate and select the desired route and save the selection.

Workflow

The Workflow tab will be displayed, instead of the Participant tab, for form revisions that are controlled by a process instantiated in the SE Workflow component. The details on how to fill the fields on this tab and how to configure a revision process can be found in the Revision process section.

Change

This section will only be available for editing if the revision process defined in the form table is "ISO 9000 based". Use it to enter the changes that were performed in the form. They may be added both by the user creating the revision and by the drafters through the draft step in the revision draft task.

On the side toolbar, the following buttons are available:

	Click on this button to add a change. On the screen that will be opened, enter the location and the change that was made.
	Click on this button to edit the change selected in the list of records.
	Click on this button to delete the change selected in the list of records.
	Click on this button to view the data of the change selected in the list of records.

Critique

This section will only be available for editing if the revision process defined in the form table is "ISO 9000 based" and according to the current revision step:

▪Review, Approval, Release or Closure: The executor of the revision may add critiques concerning the revision. To do this, click on the button and, in the Critique tab of the screen that will be opened, fill out the desired critique.

▪Draft: In the second cycle or later, the drafter should inform in this tab the solutions for each critique entered. To do this, click on the button and, in the Critique tab of the screen that will be opened, fill out the desired solution.

Revision

This tab displays all form revision records, as well as their details.

After filling in the fields on the screen above, click on the button. At this point, the system will generate the revision task. At this point, the revision will be sent to the due responsible parties for them to execute the configured steps. The execution of the revision steps can be performed both via the Execution Revision menu and via the My tasks Execution Form revision menu.

Revising forms

Critique

Revision